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John Wiley & Sons Class A
WLY

225 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

0.2% less ownership

Funds ownership: 86.76% → 86.56% (-0.2%)

6% less funds holding

Funds holding: 239 → 225 (-14)

23% less capital invested

Capital invested by funds: $1.98B → $1.53B (-$454M)

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
225
Holders Change
-14
Holders Change %
-5.86%
% of All Funds
4.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
91
Reduced
68
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCP
Clarkston Capital Partners
Michigan
+$21.7M
2
EAM
Eagle Asset Management
Florida
+$14.8M
3
Wells Fargo
Wells Fargo
California
+$11.3M
4
State Street
State Street
Massachusetts
+$10.2M
5
Select Equity Group
Select Equity Group
New York
+$9.35M

Top Sellers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$29.9M
2
Franklin Resources
Franklin Resources
California
-$24.8M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$21.3M
4
CVA
Ceredex Value Advisors
Florida
-$10.5M
5
Man Group
Man Group
United Kingdom
-$7.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCI
76
Uncommon Cents Investing
Wisconsin
$2.02M +$301K +7,170 +15%
Deutsche Bank
77
Deutsche Bank
Germany
$1.94M +$1.08M +25,836 +100%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$1.93M +$40.8K +973 +2%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$1.62M +$7.34K +175 +0.4%
Allianz Asset Management
80
Allianz Asset Management
Germany
$1.61M +$1.8M +42,820 New
MOACM
81
Mutual of America Capital Management
New York
$1.53M +$57.3K +1,367 +3%
Holocene Advisors
82
Holocene Advisors
New York
$1.49M +$589K +14,052 +55%
Squarepoint
83
Squarepoint
New York
$1.47M +$586K +13,981 +56%
OC
84
Oppenheimer & Co
New York
$1.42M – – –
MC
85
Martin & Co
Tennessee
$1.41M +$23.3K +556 +2%
CS
86
Credit Suisse
Switzerland
$1.4M -$486K -11,589 -24%
TPSF
87
Texas Permanent School Fund
Texas
$1.39M +$304K +7,255 +24%
UBS Group
88
UBS Group
Switzerland
$1.33M +$172K +4,101 +13%
SRAM
89
Stone Ridge Asset Management
New York
$1.31M -$671K -16,000 -31%
MSE
90
MUFG Securities EMEA
United Kingdom
$1.26M +$923K +22,000 +190%
Prudential Financial
91
Prudential Financial
New Jersey
$1.14M +$66.3K +1,580 +5%
VIA
92
Vident Investment Advisory
Georgia
$1.11M +$1.24M +29,674 New
AA
93
Ancora Advisors
Ohio
$1.06M +$1.19M +28,290 +21,762%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$1.06M +$56K +1,336 +5%
RC
95
Roubaix Capital
Colorado
$999K +$1.12M +26,645 New
Two Sigma Advisers
96
Two Sigma Advisers
New York
$982K -$742K -17,700 -40%
Comerica Bank
97
Comerica Bank
Texas
$964K -$148K -3,524 -11%
PF
98
Phoenix Financial
Israel
$960K +$1.11M +26,424 New
MIM
99
MetLife Investment Management
New Jersey
$941K – – –
OAC
100
OMERS Administration Corp
Ontario, Canada
$926K +$1.04M +24,700 New
2 3
4
5 6

WLY Hedge Fund Activity: Q1 2020 in Review

225 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2020, worth a combined $1.53B — down 23% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of WLY and 35 opened new positions — a net loss of 12 holders — while 68 trimmed existing stakes and 91 added.

The largest buyer was Clarkston Capital Partners, adding an estimated $21.7M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.9M.

  • 225 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2020, down from 239 in Q4 2019.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q1 2020 and 47 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2020 was Clarkston Capital Partners, an estimated $21.7M added.
  • The largest John Wiley & Sons Class A seller in Q1 2020 was Fuller & Thaler Asset Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2020.